UBS Group AG
UBS- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001610520
No open-market purchases or sales by UBS Group AG insiders were filed in the last 90 days; 766 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in UBS Group AG as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 360
- 0 vs. Q2 2021
- Shares held
- 1.33B
- +45.3M (+3.5%) vs. Q2 2021
- Total value
- $21.2B
- +$1.56B (+7.9%) vs. Q2 2021
- New holders
- 38
- 143 more added
- Sold out
- 38
- 115 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $62.9B |
| Q1 2026 | 689 | $44.5B |
| Q4 2025 | 695 | $61.4B |
| Q3 2025 | 622 | $49.8B |
| Q2 2025 | 599 | $44.5B |
| Q1 2025 | 589 | $43.1B |
| Q4 2024 | 574 | $43.0B |
| Q3 2024 | 550 | $42.6B |
| Q2 2024 | 554 | $41.3B |
| Q1 2024 | 537 | $42.3B |
| Q4 2023 | 530 | $41.2B |
| Q3 2023 | 487 | $31.7B |
| Q2 2023 | 459 | $25.7B |
| Q1 2023 | 438 | $30.0B |
| Q4 2022 | 378 | $23.6B |
| Q3 2022 | 367 | $18.5B |
| Q2 2022 | 371 | $20.9B |
| Q1 2022 | 378 | $26.6B |
| Q4 2021 | 369 | $24.8B |
| Q3 2021 | 360 | $21.2B |
| Q2 2021 | 363 | $20.1B |
| Q1 2021 | 348 | $18.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 164,962,478 | $2.66B | 0.59% | +8,728,820+5.6% | Added |
| UBS Group AG | 141,303,573 | $2.25B | 0.94% | −3,491,687−2.4% | Reduced |
| Massachusetts Financial Services Co | 131,257,295 | $2.09B | 0.61% | −3,353,477−2.5% | Reduced |
| Vanguard Group Inc | 107,418,448 | $1.71B | 0.04% | +1,763,772+1.7% | Added |
| Credit Suisse AG | 101,230,141 | $1.61B | 1.31% | −1,720,363−1.7% | Reduced |
| Dodge & Cox | 100,194,242 | $1.60B | 1.04% | +10,629,700+11.9% | Added |
| Capital International Investors | 46,117,676 | $737.4M | 0.17% | −105,226−0.2% | Reduced |
| Wellington Management Group LLP | 44,809,555 | $720.5M | 0.12% | +69,599+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,675,990 | $686.2M | 3.71% | +3,115,537+7.9% | Added |
| Pictet Asset Management SA | 28,768,441 | $462.6M | 0.51% | +28,768,441 | New |
| Goldman Sachs Group Inc | 28,369,351 | $452.2M | 0.12% | −16,726−0.1% | Reduced |
| JPMorgan Chase & Co | 27,820,737 | $443.5M | 0.06% | +6,887,736+32.9% | Added |
| Vontobel Holding Ltd. | 25,076,910 | $403.8M | 3.56% | +4,956,828+24.6% | Added |
| FMR LLC | 21,912,636 | $349.4M | 0.03% | +909,776+4.3% | Added |
| Allianz Asset Management GmbH | 20,349,711 | $327.2M | 0.27% | −255,368−1.2% | Reduced |
| Deutsche Bank AG | 18,677,914 | $297.7M | 0.14% | −9,165,332−32.9% | Reduced |
| Amundi | 16,161,004 | $256.7M | 0.18% | +1,392,868+9.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,195,970 | $228.3M | 0.37% | −1,485,572−9.5% | Reduced |
| Bank of America Corp | 11,574,242 | $184.5M | 0.02% | +2,354,782+25.5% | Added |
| DekaBank Deutsche Girozentrale | 10,956,670 | $176.7M | 0.49% | +553,249+5.3% | Added |
| Royal Bank of Canada | 10,439,320 | $166.4M | 0.05% | −3,665,043−26.0% | Reduced |
| Ameriprise Financial Inc | 9,179,871 | $146.8M | 0.05% | +632,960+7.4% | Added |
| Russell Investments Group, Ltd. | 8,798,706 | $141.5M | 0.24% | +213,731+2.5% | Added |
| Bank of Montreal | 8,488,598 | $137.5M | 0.07% | +324,443+4.0% | Added |
| AXA S.A. | 7,573,075 | $120.7M | 0.34% | +252,636+3.5% | Added |
| Bank of New York Mellon Corp | 7,524,567 | $119.9M | 0.02% | −257,951−3.3% | Reduced |
| Banque Cantonale Vaudoise | 6,992,552 | $112.4M | 4.84% | +1,105,553+18.8% | Added |
| Pzena Investment Management LLC | 6,624,379 | $105.6M | 0.42% | +114,718+1.8% | Added |
| ARGA Investment Management, LP | 5,989,159 | $96.4M | 6.73% | +40,520+0.7% | Added |
| Neuberger Berman Group LLC | 5,734,451 | $91.4M | 0.08% | −54,908−0.9% | Reduced |
| Invesco Ltd. | 5,456,765 | $87.0M | 0.02% | −92,815−1.7% | Reduced |
| M&G Investment Management Ltd | 5,220,606 | $84.1M | 0.41% | −24,634−0.5% | Reduced |
| Mackenzie Financial Corp | 4,544,568 | $72.4M | 0.10% | −1,510,689−24.9% | Reduced |
| Parametric Portfolio Associates LLC | 4,537,790 | $72.3M | 0.04% | +319,370+7.6% | Added |
| Wells Fargo & Company | 4,399,547 | $70.1M | 0.02% | +280,058+6.8% | Added |
| Exane Asset Management | 4,096,640 | $65.8M | 15.58% | +1,360,934+49.7% | Added |
| Dimensional Fund Advisors LP | 3,790,257 | $60.4M | 0.02% | +90,458+2.4% | Added |
| Janus Henderson Group PLC | 3,403,919 | $54.7M | 0.02% | −54,450−1.6% | Reduced |
| Canada Pension Plan Investment Board | 3,352,353 | $53.9M | 0.06% | +745,400+28.6% | Added |
| Korea Investment CORP | 3,284,983 | $52.8M | 0.16% | −271,391−7.6% | Reduced |
| Schroder Investment Management Group | 3,505,442 | $52.6M | 0.08% | −1,808,059−34.0% | Reduced |
| Citigroup Inc | 3,172,289 | $51.0M | 0.05% | −196,735−5.8% | Reduced |
| Great West Life Assurance Co | 3,111,367 | $50.4M | 0.12% | +57,071+1.9% | Added |
| Compagnie Lombard Odier SCmA | 3,128,678 | $50.3M | 1.09% | +107,954+3.6% | Added |
| Morgan Stanley | 3,035,330 | $48.4M | 0.01% | −58,739−1.9% | Reduced |
| Clark Capital Management Group, Inc. | 3,007,864 | $47.9M | 0.66% | +734,237+32.3% | Added |
| Natixis Advisors, L.P. | 2,820,529 | $45.0M | 0.18% | +149,290+5.6% | Added |
| Aviva PLC | 2,713,517 | $43.6M | 0.19% | −96,869−3.4% | Reduced |
| Capital Group Private Client Services, Inc. | 2,694,394 | $43.4M | 0.50% | +2,694,394 | New |
| Brandes Investment Partners, LP | 2,375,107 | $37.9M | 0.82% | +33,560+1.4% | Added |
| Zurich Insurance Group Ltd | 2,267,689 | $36.5M | 0.44% | +999,513+78.8% | Added |
| Northern Trust Corp | 2,252,946 | $35.9M | 0.01% | −708,051−23.9% | Reduced |
| BlackRock Inc. | 2,237,640 | $35.7M | 0.00% | +90,138+4.2% | Added |
| Todd Asset Management LLC | 2,172,082 | $34.6M | 0.79% | +27,423+1.3% | Added |
| Alliancebernstein L.P. | 2,150,843 | $34.3M | 0.01% | −305,054−12.4% | Reduced |
| USS Investment Management Ltd | 2,055,150 | $33.1M | 0.29% | +1,864,052+975.4% | Added |
| Capital International Inc | 1,831,031 | $29.5M | 0.28% | −207,247−10.2% | Reduced |
| Banque Pictet & Cie SA | 1,818,376 | $29.2M | 0.30% | −567,841−23.8% | Reduced |
| State of Tennessee, Treasury Department | 1,811,587 | $29.1M | 0.11% | −24,245−1.3% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $27.5M | 0.93% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 1,686,780 | $26.9M | 0.26% | −45,915−2.6% | Reduced |
| Public Sector Pension Investment Board | 1,666,996 | $26.8M | 0.16% | −56,404−3.3% | Reduced |
| Exane Derivatives | 1,646,987 | $26.4M | 6.59% | +460,858+38.9% | Added |
| Manufacturers Life Insurance Company, The | 1,651,094 | $26.3M | 0.02% | +58,392+3.7% | Added |
| Captrust Financial Advisors | 1,649,885 | $26.3M | 0.22% | −140,543−7.8% | Reduced |
| Acadian Asset Management LLC | 1,628,603 | $26.2M | 0.10% | +1,628,603 | New |
| Franklin Resources Inc | 1,636,940 | $26.1M | 0.01% | −462,486−22.0% | Reduced |
| Royal London Asset Management Ltd | 1,579,023 | $25.2M | 0.10% | −31,503−2.0% | Reduced |
| Raymond James & Associates | 1,524,712 | $24.5M | 0.02% | +33,971+2.3% | Added |
| AMP Capital Investors Ltd | 1,378,900 | $22.2M | 0.12% | −214,906−13.5% | Reduced |
| Envestnet Asset Management Inc | 1,215,025 | $19.4M | 0.01% | +35,530+3.0% | Added |
| Tocqueville Asset Management L.P. | 1,191,318 | $19.0M | 0.28% | +18,250+1.6% | Added |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $18.9M | 0.18% | 00.0% | Unchanged |
| Calamos Advisors LLC | 1,174,727 | $18.7M | 0.09% | +14,969+1.3% | Added |
| Artemis Investment Management LLP | 1,137,571 | $18.3M | 0.14% | +143,813+14.5% | Added |
| Marshall Wace Asia Ltd | 1,135,074 | $18.3M | 0.43% | +1,135,074 | New |
| State of Wisconsin Investment Board | 1,030,109 | $16.6M | 0.03% | +55,972+5.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 969,209 | $15.6M | 0.03% | −72,365−6.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 915,628 | $14.7M | 0.34% | −168,790−15.6% | Reduced |
| TD Asset Management Inc | 897,107 | $14.4M | 0.01% | −17,777−1.9% | Reduced |
| FIL Ltd | 902,890 | $14.4M | 0.02% | −18,544−2.0% | Reduced |
| Pictet North America Advisors SA | 866,398 | $13.9M | 1.38% | −548,800−38.8% | Reduced |
| Polar Capital Holdings Plc | 796,060 | $12.5M | 0.07% | +8,285+1.1% | Added |
| Carlson Capital L P | 737,543 | $11.8M | 0.62% | −241,157−24.6% | Reduced |
| Janney Capital Management LLC | 711,793 | $11.3M | 0.76% | −11,913−1.6% | Reduced |
| HSBC Holdings PLC | 705,843 | $11.3M | 0.01% | −1,209,909−63.2% | Reduced |
| Jane Street Group, LLC | 672,994 | $10.8M | 0.03% | +431,309+178.5% | Added |
| Eaton Vance Management | 677,244 | $10.7M | 0.01% | +791+0.1% | Added |
| Nuveen Asset Management, LLC | 650,889 | $10.4M | 0.00% | −16,352−2.5% | Reduced |
| Voya Investment Management LLC | 641,700 | $10.3M | 0.02% | +104,678+19.5% | Added |
| Marshall Wace North America L.P. | 638,803 | $10.2M | 0.04% | +108,714+20.5% | Added |
| Renaissance Group LLC | 597,341 | $9.52M | 0.41% | −45,729−7.1% | Reduced |
| Marshall Wace, LLP | 588,870 | $9.47M | 0.05% | +4,077+0.7% | Added |
| Two Sigma Advisers, LP | 566,435 | $9.03M | 0.02% | +351,030+163.0% | Added |
| Credit Agricole S A | 553,672 | $8.83M | 0.32% | −249,223−31.0% | Reduced |
| First Trust Advisors LP | 543,969 | $8.76M | 0.01% | −268,328−33.0% | Reduced |
| Capital International Ltd | 464,074 | $7.47M | 0.41% | +465+0.1% | Added |
| Capital International Sarl | 428,891 | $6.90M | 0.61% | −29,560−6.4% | Reduced |
| Leuthold Group, LLC | 417,990 | $6.66M | 0.82% | +1,244+0.3% | Added |
| CIBC World Markets Inc. | 368,887 | $5.88M | 0.02% | +77,107+26.4% | Added |